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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
ST
1351
Smithfield Trust
Pennsylvania
$274K
VWM
1352
Valley Wealth Managers
New Jersey
$274K +$262K +1,165 New
MC
1353
Miles Capital
Iowa
$273K +$262K +1,164 New
ICM
1354
IMS Capital Management
Oregon
$272K
DWA
1355
Dorsey Wright & Associates
California
$269K +$258K +1,145 New
IA
1356
Independence Advisors
Pennsylvania
$268K +$19.6K +87 +8%
LPT
1357
Legacy Private Trust
Wisconsin
$268K +$257K +1,141 New
BC
1358
Burleson & Co
California
$267K
PWA
1359
Peterson Wealth Advisors
Utah
$267K +$256K +1,138 New
SP
1360
Successful Portfolios
Florida
$265K -$3.38K -15 -1%
PPSG
1361
Princeton Portfolio Strategies Group
New Jersey
$265K
BI
1362
Ballast Inc
Kentucky
$264K -$12.8K -57 -5%
TFS
1363
TrustCore Financial Services
Tennessee
$264K +$59.7K +265 +31%
WPW
1364
Winthrop Partners - WNY
New York
$264K
CAM
1365
Carret Asset Management
New York
$263K -$107K -477 -30%
HTHT
1366
Hemenway Trust Hemenway Trust
New Hampshire
$263K +$253K +1,121 New
OA
1367
Oxbow Advisors
Texas
$262K
Aristotle Capital Management
1368
Aristotle Capital Management
California
$258K
NIA
1369
Northstar Investment Advisors
Colorado
$257K -$2.48K -11 -1%
WWMSC
1370
Wagner Wealth Management (South Carolina)
South Carolina
$256K +$22.8K +101 +10%
CPIG
1371
Chicago Partners Investment Group
Illinois
$252K +$95.7K +425 +60%
AWM
1372
Avior Wealth Management
Nebraska
$251K
MWM
1373
Modera Wealth Management
New Jersey
$251K
PL
1374
Parthenon LLC
Kentucky
$251K +$15.5K +69 +7%
GLA
1375
Good Life Advisors
Pennsylvania
$250K +$676 +3 +0.3%